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Qsemble Capital Management’s Samsara IOT Stock Holding History

Qsemble Capital Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-52,229
Closed -$1.66M – 481
2026
Q1 		$1.66M Sell
52,229
-71,943
-58% -$2.2M 0.13% 218
2025
Q4 		$4.4M Buy
124,172
+98,858
+391% +$3.83M 0.36% 89
2025
Q3 		$943K Sell
25,314
-46,691
-65% -$1.73M 0.09% 252
2025
Q2 		$2.86M Buy
+72,005
New +$2.98M 0.27% 121
2024
Q4 		– Sell
-4,755
Closed -$229K – 456
2024
Q3 		$229K Buy
+4,755
New +$193K 0.04% 340
2024
Q2 		– Sell
-14,534
Closed -$549K – 496
2024
Q1 		$549K Sell
14,534
-4,355
-23% -$148K 0.12% 259
2023
Q4 		$631K Sell
18,889
-24,811
-57% -$689K 0.16% 208
2023
Q3 		$1.1M Buy
+43,700
New +$1.16M 0.21% 167

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Qsemble Capital Management's IOT Position: Q2 2026 in Review

Qsemble Capital Management sold out of Samsara (IOT) in Q2 2026, closing a stake of 52,229 shares — an estimated $1.66M sold.

Qsemble Capital Management first reported a position in IOT in Q3 2023 and held it in 8 quarters. The position peaked at $4.4M in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Qsemble Capital Management reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Qsemble Capital Management sold 52,229 Samsara shares in Q2 2026, an estimated $1.66M.
  • Qsemble Capital Management first reported a position in Samsara in Q3 2023 and held it in 8 quarters.
  • Qsemble Capital Management's Samsara position peaked at $4.4M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.